See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,977 | $73,867-73.0% | $143,757-86.1% | $68,494-70.8% |
| Participation rate | 85.2% | 66.7%+18.5pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | -11.30% | 1.01%-12.3pp | -0.04%-11.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $425 | $3,184-86.7% | $4,951-91.4% | $2,596-83.6% |
| Participant deferral / active EE | $1,950 | $3,384-42.4% | $5,637-65.4% | $4,027-51.6% |
| Admin fee / account holder | $8 | $5,755-99.9% | $14,673-99.9% | $5,403-99.9% |